Debbie Wasserman Schultz Stock Portfolio

Simulatedⓘ

Democratic · House · FL

Debbie Wasserman Schultz's stock portfolio and returns vs the S&P 500, built from publicly disclosed congressional trades. Simulated using FIFO position matching and time-weighted returns.

Portfolio Value

$183K

Unrealized P&L

$127K

+226.5%

Realized P&L

-$965

Open Positions

Performance vs S&P 500

+2.2%

SPY -0.8%

α +3.0%

+9.9%

SPY +14.0%

α -4.0%

+20.6%

SPY +7.8%

α +12.7%

+111.0%

SPY +24.1%

α +87.0%

+411.1%

SPY +71.8%

α +339.3%

+45.1%

SPY +76.3%

α -31.2%

All

+137.5%

SPY +79.5%

α +58.1%

Head-to-head with S&P 500

Live Holdings7 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
NGD	New Gold Inc	6,723	$1.19	$9.08	$61K	33.4%	+663.0%
ICHR	Ichor Holdings Ltd	569	$14.06	$97.31	$55K	30.3%	+592.1%
AG AGI	Alamos Gold Inc Class A Common Shares	1,022	$7.83	$31.61	$32K	17.7%	+303.8%
HL HL	Hecla Mining Company Common Stock	1,587	$5.04	$15.88	$25K	13.8%	+215.2%
SSYS	Stratasys Ltd	851	$9.40	$8.72	$7K	4.1%	-7.2%
QM QMCO	Quantum Corporation	77	$103.80	$14.53	$1K	0.6%	-86.0%
EM EMKR	EMCORE Corporation	127	$62.80	$3.10	$394	0.2%	-95.1%

About this simulation

This portfolio is a simulation built from publicly disclosed STOCK Act filings. Since politicians only report trade amounts as ranges (e.g., “$1,001 - $15,000”), we use the midpoint of each range and the closing price on the trade date to estimate share counts. Returns are calculated using Time-Weighted Return (TWR), the industry standard for measuring stock-picking skill independent of cash flow timing. Read the full methodology →